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StoneX Group Portfolio holdings
AUM
$2.48B
Turnover
54.19%
1-Year Est. Return
33.54%
This Fund
S&P 500
This Quarter Est. Return
+21.03%
1 Year Est. Return
+33.54%
3 Year Est. Return
+85.25%
5 Year Est. Return
+91.44%
10 Year Est. Return
+287.11%
AUM
$2.48B
AUM Growth
+$623M
(+34%)
Cap. Flow
+$403M
Cap. Flow % of AUM
Cap. Flow %
16.23%
Top 10 Holdings %
Top 10 Hldgs %
28.55%
Holding
1,633
New
716
Increased
464
Reduced
262
Closed
169
Avg Time Held
1.6
years
Top 10 Avg Time Held
3.7
years
Top 20 Avg Time Held
2.5
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
KT
KT
|
+$29.3M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$20.4M |
| 3 |
Xcel Energy
XEL
|
+$14.2M |
| 4 |
JPMorgan Active Bond ETF
JBND
|
+$12.1M |
| 5 |
Direxion Daily Semiconductor Bull 3X ETF
SOXL
|
+$10M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Ferrari
RACE
|
+$16.7M |
| 2 |
iShares 0-1 Year Treasury Bond ETF
SHV
|
+$9.9M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$5.72M |
| 4 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
+$5.44M |
| 5 |
Direxion Daily MU Bull 2X ETF
MUU
|
+$4.12M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 69.91% |
| 2 | Technology | 8.68% |
| 3 | Financials | 5.92% |
| 4 | Industrials | 3.11% |
| 5 | Communication Services | 3.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
951
2x Long VIX Futures ETF
UVIX
$180M
| $252K | 0.01% |
+2,813
| New | +$279K |
2026 Q2
0 quarters
|
|
952
iShares Core S&P US Value ETF
IUSV
$28.3B
| $251K | 0.01% |
2,281
-1,435
| -39% | -$155K |
2024 Q4
6 quarters
|
|
953
AmperCap Acquisition Co Unit
APMCU
| $251K | 0.01% |
+25,000
| New | +$250K |
2026 Q2
0 quarters
|
|
954
Invesco S&P MidCap Quality ETF
XMHQ
$5.5B
| $251K | 0.01% |
+2,283
| New | +$249K |
2026 Q2
0 quarters
|
|
955
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.47B
| $251K | 0.01% |
4,763
-19
| -0.4% | -$995 |
2022 Q3
15 quarters
|
|
956
Invesco S&P 500 Revenue ETF
RWL
$10.2B
| $250K | 0.01% |
1,960
-541
| -22% | -$67.2K |
2025 Q3
3 quarters
|
|
957
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.11B
| $250K | 0.01% |
+6,565
| New | +$250K |
2026 Q2
0 quarters
|
|
958
Nucor
NUE
$58.6B
| $249K | 0.01% |
1,116
-74
| -6% | -$16.7K |
2021 Q2
20 quarters
|
|
959
ProShares UltraPro Dow 30
UDOW
$908M
| $249K | 0.01% |
+3,565
| New | +$221K |
2026 Q2
0 quarters
|
|
960
Adams Diversified Equity Fund
ADX
$3.16B
| $248K | 0.01% |
9,724
-2,880
| -23% | -$70.6K |
2026 Q1
1 quarter
|
|
961
First Trust NASDAQ ABA Community Bank Index Fund
QABA
$86.9M
| $248K | 0.01% |
+3,938
| New | +$246K |
2026 Q2
0 quarters
|
|
962
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
$1.81B
| $248K | 0.01% |
5,464
+467
| +9% | +$20.7K |
2023 Q4
10 quarters
|
|
963
ProShares Short Real Estate
REK
$11.9M
| $247K | 0.01% |
+15,727
| New | +$249K |
2026 Q2
0 quarters
|
|
964
PIMCO Ultra Short Government Active ETF
BILZ
$898M
| $247K | 0.01% |
+2,449
| New | +$247K |
2026 Q2
0 quarters
|
|
965
Vanguard International Dividend Appreciation ETF
VIGI
$9.17B
| $247K | 0.01% |
+2,641
| New | +$245K |
2026 Q2
0 quarters
|
|
966
Evercore
EVR
$9.7B
| $246K | 0.01% |
+721
| New | +$247K |
2026 Q2
0 quarters
|
|
967
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.75B
| $246K | 0.01% |
+10,466
| New | +$235K |
2026 Q2
0 quarters
|
|
968
Installed Building Products
IBP
$5.29B
| $245K | 0.01% |
+1,069
| New | +$260K |
2026 Q2
0 quarters
|
|
969
Norfolk Southern
NSC
$74.1B
| $245K | 0.01% |
779
-262
| -25% | -$80.8K |
2023 Q4
10 quarters
|
|
970
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$706M
| $245K | 0.01% |
10,631
-7,679
| -42% | -$178K |
2026 Q1
1 quarter
|
|
971
PIMCO RAFI Multi-Factor International Equity ETF
MFDX
$450M
| $245K | 0.01% |
5,882
+189
| +3% | +$7.87K |
2025 Q1
5 quarters
|
|
972
Grayscale Ethereum Staking Mini ETF Shares
ETH
$2.01B
| $244K | 0.01% |
14,094
+1,942
| +16% | +$37.9K |
2025 Q4
2 quarters
|
|
973
W.R. Berkley
WRB
$27.2B
| $244K | 0.01% |
+3,491
| New | +$234K |
2026 Q2
0 quarters
|
|
974
Invesco Taxable Municipal Bond ETF
BAB
$861M
| $243K | 0.01% |
9,062
-2,205
| -20% | -$59.2K |
2025 Q4
2 quarters
|
|
975
Direxion Daily AVGO Bull 2X ETF
AVL
$231M
| $243K | 0.01% |
+5,162
| New | +$275K |
2026 Q2
0 quarters
|
|
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StoneX Group's Q2 2026 Portfolio in Review
As of Q2 2026, StoneX Group held 1,633 positions worth $2.48B, up 34% from $1.86B the previous quarter. Its ten largest holdings account for 29% of the portfolio.
StoneX Group deployed $403M of net new capital in Q2 2026, opening 716 new positions and adding to 464 existing holdings. Its largest new stake was KT: 1,468,886 shares worth $25.8M.
By sector, the portfolio is most concentrated in Miscellaneous at 70% of assets, down from 72% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Ferrari, an estimated $16.7M trimmed.
- StoneX Group's largest Q2 2026 buy was KT: 1,468,886 shares worth $25.8M.
- StoneX Group added most to State Street SPDR S&P 500 ETF Trust in Q2 2026, an estimated $20.4M increase.
- StoneX Group's biggest Q2 2026 reduction was Ferrari, cutting an estimated $16.7M.
- StoneX Group fully exited iShares 0-1 Year Treasury Bond ETF in Q2 2026, selling an estimated $9.9M.
- StoneX Group's ten largest holdings make up 29% of its $2.48B portfolio in Q2 2026.
- StoneX Group opened 716 new positions and closed 169 in Q2 2026.
- StoneX Group's portfolio value rose 34% quarter-over-quarter to $2.48B.
Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.